Generate Passive Income with Checkbook IRA Real Estate Investing
Best Self-Directed
IRA company
2020 - 2024
Best Self-Directed IRA for Private Equity, Precious Metals 2024
BBB Rating: A+
Generate Passive Income with Checkbook IRA Real Estate Investing
Best Self-Directed IRA company 2020 - 2024
Best Self-Directed IRA for Private Equity, Precious Metals 2024
BBB Rating: A+
Assets
Assets Under Custody
and Administration**
|
Accounts
Accounts Under Custody
and Administration**
|
Years
Years in Financial
Services*
Assets
Assets Under Custody
and Administration**
Transactions
Accounts Under Custody
and Administration**
Years
Years in Financial
Services*
The Ultimate Checkbook Real Estate IRA Investing System
Speed and control are imperative for investors who seek to manager their retirement savings, investing in the assets and projects they trust and are most confident in.
The Equity Trust Ultimate Checkbook IRA Investing System provides the tools and resources for investors of all experience levels to begin self-directing.
The Ultimate Checkbook Real
Estate IRA Investing System
Speed and control are imperative for investors who seek to manage their retirement savings, investing in the assets and projects they trust and are most confident in.
The Equity Trust Ultimate Checkbook IRA Investing System provides the tools and resources for investors of all experience levels to begin self-directing.
Dedicated Single Point of Contact Onboarding Specialist
• Single point of contact to walk through tasks and activities necessary to execute your transactions.
• Assist with account funding process.
• Available for conference calls with other parties involved in your transactions.
Dedicated Single Point of Contact Onboarding Specialist
• Single point of contact to walk through tasks and activities necessary to execute your transactions.
• Assist with the account funding process.
• Available for conference calls with other parties involved in your transactions.
Account Establishment & Funding
• Establish self-directed IRA.
• 401(k) Plan Document if applicable.
• Account transfer/rollover.
Account Establishment & Funding
• Establish self-directed IRA.
• 401(k) Plan Document if applicable.
• Account transfer/rollover.
Self-Directed IRA Master Course
• 31+ hours of video content.
• Learn at your own pace.
• Handbook containing sample documents and real investor examples.
• Videos on rules and guidelines to follow.
Self-Directed IRA Master Course
• 31+ hours of video content.
• Learn at your own pace.
• Handbook containing sample documents and real investor examples.
• Videos on rules and guidelines to follow.
LLC Formation
• State filing/registration processing.
• Operating Agreement.
• ny state filing fee exceeding $200, additional invoice to occur.
• Bi-annual filing fees billed separately.
LLC Formation
• State filing/registration processing.
• Operating Agreement.
• For any state filing fee exceeding $200, additional invoice to occur.
• Bi-annual filing fees billed separately.
Equity Trust launches the first choose-your-own-journey Real Estate IRA system
Get access to a powerful investment platform:
Robust Online Learning Center
Complete Turnkey Real Estate IRA LLC Formation
Integrated Banking Systems
Record Keeping and Reporting
Ready to join the informed investors using Checkbook IRAs to leverage tax-advantaged real estate investing?
Equity Trust launches the first choose-your-own-journey Real Estate IRA system
Get access to a powerful investment platform:
Robust Online Learning Center
Complete Turnkey Real Estate IRA LLC Formation
Integrated Banking Systems
Record Keeping and Reporting
Ready to join the informed investors using Checkbook IRAs to leverage tax-advantaged real estate investing?
Getting Started is Easy
1. Create and fund your account.
2. Set up your LLC.
3. Open a bank account for the LLC.
4. Authorize Equity Trust to fund your investment.
Getting Started is Easy
1. Create and fund your account.
2. Set up your LLC.
3. Open a bank account for the LLC.
4. Authorize Equity Trust to fund your investment.
Download the
Checkbook IRA Guide today and let’s talk about your financial future.
Download the
Checkbook IRA Guide today and let’s talk about your financial future.
Equity Private Client Group provides dedicated support and administrative solutions for individual clients of Equity Trust Company. Equity Trust Company is a directed custodian and does not provide, tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.
*Founded in 1974 | Self-Directed IRA Custodian since 1983. The predecessor business to Equity Trust Company was established in 1974 and the IRS approved as a custodian in 1983. **Assets under custody as of 3/31/25.
1 Equity Way, Westlake, OH 44145 | ©2025 Equity Trust, All rights reserved.